YANKCOM Partnership
- SEC CIK
- 0002036975
- Latest filing
- Jul 21, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 316
- +33 vs. Q1 2025
- Portfolio value
- $204.4M
- +$22.6M (+12.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KDKyndryl Holdings, Inc. | Stock | 2 | $84 | <0.1% | +2 | New | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 8 | $92 | <0.1% | +8 | New | History |
| VFCV F Corp | Stock | 8 | $94 | <0.1% | +8 | New | History |
| PIIPolaris Inc. | Stock | 4 | $162 | <0.1% | +4 | New | History |
| PPGPPG Industries Inc | Stock | 2 | $228 | <0.1% | +2 | New | History |
| FEFirstenergy Corp | COM | 9 | $362 | <0.1% | 00.0% | Unchanged | History |
| SJMJ M SMUCKER Co | Stock | 4 | $392 | <0.1% | +4 | New | History |
| SOBOSouth Bow Corp | COM | 18 | $465 | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 2 | $494 | <0.1% | +2 | New | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 2 | $502 | <0.1% | +2 | New | History |
| GDGeneral Dynamics Corp | Stock | 2 | $584 | <0.1% | +2 | New | History |
| VLOValero Energy Corp | Stock | 5 | $672 | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 20 | $714 | <0.1% | +12+150.0% | Added | History |
| ESEversource Energy | Stock | 12 | $764 | <0.1% | +12 | New | History |
| TROWPrice T Rowe Group Inc | Stock | 8 | $772 | <0.1% | +8 | New | History |
| SPGSimon Property Group Inc. | REIT | 5 | $804 | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 12 | $852 | <0.1% | +12 | New | History |
| CGBDCarlyle Secured Lending, Inc. | COM | 64 | $876 | <0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 4 | $888 | <0.1% | +4 | New | History |
| VLTOVeralto Corp | Stock | 9 | $909 | <0.1% | 00.0% | Unchanged | History |
| OBDCBlue Owl Capital Corp | COM | 66 | $946 | <0.1% | 00.0% | Unchanged | History |
| ORealty Income Corp | REIT | 18 | $1.04K | <0.1% | +10+125.0% | Added | History |
| CBSHCommerce Bancshares Inc | Stock | 17 | $1.06K | <0.1% | +17 | New | History |
| AWKAmerican Water Works Company, Inc. | Stock | 8 | $1.11K | <0.1% | +8 | New | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 12 | $1.14K | <0.1% | +12 | New | History |
| XYZBlock, Inc. | CL A | 17 | $1.16K | <0.1% | 00.0% | Unchanged | History |
| CLXClorox Co | Stock | 10 | $1.20K | <0.1% | +10 | New | History |
| CMSCMS Energy Corp | COM | 18 | $1.25K | <0.1% | +18 | New | History |
| WECWec Energy Group, Inc. | Stock | 12 | $1.25K | <0.1% | +12 | New | History |
| JKHYJack Henry & Associates Inc | Stock | 8 | $1.44K | <0.1% | +8 | New | History |
| NJRNew Jersey Resources Corp | Stock | 33 | $1.48K | <0.1% | +33 | New | History |
| RYRoyal Bank of Canada | Stock | 12 | $1.58K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 18 | $1.64K | <0.1% | +8+80.0% | Added | History |
| XELXcel Energy Inc | Stock | 25 | $1.70K | <0.1% | +18+257.1% | Added | History |
| ZMZoom Communications, Inc. | Stock | 23 | $1.79K | <0.1% | 00.0% | Unchanged | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 8 | $1.94K | <0.1% | +8 | New | History |
| PAYXPaychex Inc | Stock | 14 | $2.04K | <0.1% | +14 | New | History |
| GWWW.W. Grainger, Inc. | Stock | 2 | $2.08K | <0.1% | +2 | New | History |
| HLNHaleon plc | ADR | 210 | $2.18K | <0.1% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 28 | $2.18K | <0.1% | 00.0% | Unchanged | History |
| BPBP PLC | ADR | 82 | $2.45K | <0.1% | 00.0% | Unchanged | History |
| FDSFactset Research Systems Inc | Stock | 6 | $2.68K | <0.1% | +6 | New | History |
| HALHalliburton Co | Stock | 138 | $2.81K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 10 | $2.95K | <0.1% | +10 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 115 | $2.99K | <0.1% | 00.0% | Unchanged | History |
| CORCencora, Inc. | Stock | 10 | $3.00K | <0.1% | +10 | New | History |
| GSKGSK plc | ADR | 86 | $3.30K | <0.1% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 16 | $3.32K | <0.1% | +16 | New | History |
| TJXTJX Companies Inc | Stock | 28 | $3.46K | <0.1% | +28 | New | History |
| LULUlululemon athletica inc. | Stock | 15 | $3.56K | <0.1% | −260−94.5% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 17 | $3.71K | <0.1% | 00.0% | Unchanged | History |
| ADIAnalog Devices Inc | Stock | 16 | $3.81K | <0.1% | +16 | New | History |
| GMGeneral Motors Co | COM | 80 | $3.94K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 42 | $4.02K | <0.1% | −817−95.1% | Reduced | – |
| EWEdwards Lifesciences Corp | Stock | 53 | $4.14K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46435U853 | BROAD USD HIGH | 111 | $4.16K | <0.1% | 00.0% | Unchanged | – |
| BHPBHP Group Ltd | ADR | 89 | $4.28K | <0.1% | 00.0% | Unchanged | History |
| BROBrown & Brown, Inc. | Stock | 40 | $4.43K | <0.1% | +40 | New | History |
| RIORio Tinto PLC | ADR | 78 | $4.55K | <0.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 43 | $4.88K | <0.1% | 00.0% | Unchanged | History |
| RWT Hldgs Inc749772AD1 | CONVERTIBLE BOND | 5,000 | $4.98K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288836 | U.S. PHARMA ETF | 81 | $5.31K | <0.1% | 00.0% | Unchanged | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 204 | $5.88K | <0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 39 | $5.94K | <0.1% | +6+18.2% | Added | History |
| SNYSanofi | SPONSORED ADR | 124 | $5.99K | <0.1% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 102 | $6.24K | <0.1% | 00.0% | Unchanged | History |
| CCICrown Castle Inc. | REIT | 64 | $6.57K | <0.1% | −7,976−99.2% | Reduced | History |
| INGING Groep NV | SPONSORED ADR | 319 | $6.98K | <0.1% | 00.0% | Unchanged | History |
| SONSonoco Products Co | COM | 170 | $7.41K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Health Care ETF92204A504 | ETF | 30 | $7.45K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 136 | $7.63K | <0.1% | 00.0% | Unchanged | – |
| IRIngersoll Rand Inc. | COM | 92 | $7.65K | <0.1% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 85 | $8.58K | <0.1% | +2+2.4% | Added | History |
| SHELShell plc | ADR | 122 | $8.59K | <0.1% | 00.0% | Unchanged | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 685 | $8.93K | <0.1% | 00.0% | Unchanged | – |
| WYNNWynn Resorts Ltd | COM | 99 | $9.27K | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 43 | $9.40K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 40 | $9.48K | <0.1% | 00.0% | Unchanged | – |
| TTETotalEnergies SE | SPONSORED ADS | 158 | $9.70K | <0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 21 | $9.85K | <0.1% | +2+10.5% | Added | History |
| OTISOtis Worldwide Corp | Stock | 100 | $9.90K | <0.1% | 00.0% | Unchanged | History |
| MGAMagna International Inc | COM | 267 | $10.3K | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 34 | $10.6K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 50 | $10.6K | <0.1% | +50 | New | History |
| FISVFiserv Inc | Stock | 62 | $10.7K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 159 | $10.7K | <0.1% | +32+25.2% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 48 | $11.4K | <0.1% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 220 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 17 | $12.0K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 70 | $12.3K | <0.1% | 00.0% | Unchanged | History |
| CRLCharles River Laboratories International, Inc. | COM | 86 | $13.0K | <0.1% | +67+352.6% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 282 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| VMIValmont Industries Inc | COM | 40 | $13.1K | <0.1% | +40 | New | History |
| CVSCVS Health Corp | Stock | 190 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| NVONovo Nordisk A S | ADR | 190 | $13.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 70 | $13.7K | <0.1% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 43 | $13.7K | <0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 49 | $15.1K | <0.1% | +14+40.0% | Added | History |
| RFRegions Financial Corp | COM | 664 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 160 | $16.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.